Sr Manager, Client Account Services

Cotality; Dallas (TX); On-site; USD 78,000 - 120,000; Full time

Benefits offered by this job

Generous PTO

Parental leave

Health plans

401(k) match

Well-being stipend

Tuition assistance

Referral bonuses

Job summary

Cotality is seeking a Sr. Manager, Client Account Services to lead client relationships and align client needs with engineering, product, and support teams.

This hands-on leadership role requires technical problem-solving and mentorship of a growing team. The successful candidate will translate complex client requirements into polished solutions, guide internal teams, and drive initiatives to improve client satisfaction and operational efficiency.

Qualifications

• Bachelor's degree or equivalent in IT-related field, or 5+ years in product implementation or technical client support.
• Proven leadership and coach-mentoring capabilities.
• Strong written and verbal communication across all levels of the organization.
• Ability to translate client needs into actionable technical work.

Responsibilities

• Act as a bridge between clients' requests and internal technical and product teams.
• Lead and mentor the Client Account Services team toward client satisfaction.
• Drive process improvements and automation opportunities in admin functions.
• Manage escalations and ensure timely, transparent client updates.
• Collaborate with SalesForce templates tasks and related documentation.

Skills

Leadership experience

Critical thinking

Communication skills

SQL experience

Project management

Adaptability

Education

Bachelor's degree or equivalent

Job description

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society.

Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities that better serve the property industry.

Job Description

Cotality is seeking a Sr. Manager, Client Account Services who thrives at the intersection of technical problem-solving and relationship management. In this vital role, you will act as the primary bridge between our clients complex requests and Cotality's internal technical, product and engineering teams. This is a hands-on leadership role. Not only will you guide your direct team and collaborate with internal/external vendors, but you will also dive into the technology yourself-supporting solutioning of various Cotality applications to meet client needs. If you are a critical thinker who loves translating complex technical concepts into polished client solutions, this role is for you.

Primary responsibilities

• Act as a resource for less tenured reps on all admin functions.
• Work with leadership on ideas to best align current administrative functions that can be handled in an automated fashion.
• Demonstrate leadership and customer focus by assisting with coaching, training, and mentoring of less tenured members of the client account services team providing opportunities for employee development.
• Ability to ensure customer satisfaction with the management of your client services members and their accounts which includes having awareness of client requests, projects and issues, and driving to resolution.
• Providing regular feedback and strategies on how to manage client workload, requests and meetings, to your respective client services team members.
• Lead your respective Team(s) to ensure that all employees are aware of key initiatives, products and processes so that they feel engaged within the team and can better serve our clients requests and needs.
• Utilization of various communications as well as setting clear objectives to each team member on what is expected of them.
• Lead or participate in internal projects and implementation of those projects.
• May offer additional support on SalesForce template tasks and documentation.
• Help with build specific coordination as needed, including vetting template tasks related to build releases.
• Be available to act as an SME for projects involving the client and Cotality.
• Perform quality assurance audits of tasks in the queue and provide feedback and guidance on best practices.
• Act as an escalation point for your direct reports to take on any client escalations to full resolution. This includes providing timely and consistent updates to the client and interested internal parties until full resolution.
• Identification of the necessary people and resources required to fully solve the problem as well as outlining a solid plan for execution for timely resolution and client satisfaction.
• Being a champion to ensure that root cause analysis is obtained (for failures) to provide information that can be tailored and provided to the client post resolution.
• Successful handling and communication of all escalated issues until full resolution and client satisfaction.
• Drive process improvement through seeking out and identifying opportunities, business process definition and system alignment.

Job Qualifications

• Bachelor's degree or equivalent experience with a focus in the IT Industry or related field or 5+ years' working experience in product implementation, or technical client support role.
• Prior leadership experience coaching and developing team members effectively.
• Strong critical thinking and problem-solving skills.
• Excellent written and verbal communication skills; including the ability to communicate effectively with all levels of the organization along with the ability to parse out the required details from client requests.
• Technical project management/coordination skills to make high quality business decisions based on a mixture of analysis, experience, and judgment.
• Ability to immediately adapt to changing requirements and conditions.
• Ability to understand client's business needs/requirements and effectively communicate issues to a range of audience members.
• Experience with SQL and/or programming language is strongly desired.
• Experience with input forms, rules, tables, reading error codes, and JIPS.
• Familiarity with real estate concepts is strongly desired.

Annual Pay Range

77,700 - 120,000 USD

Application Window

Application Window: This opportunity is expected to remain posted through the date identified below, subject to business needs. 2026-09-11

Thrives with Cotality

At Cotality, we offer more than just a job, we provide a benefits experience designed to support your whole self. From a flexible working model to competitive time off and standout health coverage with meaningful perks and growth opportunities, our package is built to help you thrive at work and in life.

Highlights

• Time off: Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
• Family Support: Up to 16 weeks of fully paid parental leave and a baby stipend.
• Health: Multiple medical plan options with mental health and wellness support offerings.
• Retirement: 401(k) with company match and vesting after one year.
• Financial Perks: $400 annual well-being stipend and tuition assistance up to $5,250.
• Extras: Recognition Rewards, Referral bonuses, exclusive discounts and more!

Please note, Qualifications, locations and experience of the individual ultimately selected for the position may impact the final actual offered compensation, which may vary from the posted range

Equal Opportunity Employer

Cotality is an Equal Opportunity employer committed to attracting and retaining the best-qualified people available, without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability or status as a veteran of the Armed Forces, or any other basis protected by federal, state or local law. Cotality maintains a Drug-Free Workplace. Cotality is fully committed to a work environment that embraces everyone's unique contributions, experiences and values. We offer an empowered work environment that encourages creativity, initiative and professional growth and provides a competitive salary and benefits package. We are better together when we support and recognize our differences.